Carol Aquino

CFP

Mutual fund representative 1

Insurance representative

Evangeline Wealth Management

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Financial journeys benefit from a step towards advice. Regardless of the stage of your financial journey, I believe that a crucial step should be the selection of a qualified Financial Advisor, who has the experience and training necessary to guide you through the varied products and strategies available on the journey to financial security. I have been in the Financial Services industry for more than 25 years, beginning in 1993 and becoming a Certified Financial Planner in 1999. Client needs are diverse and all have unique financial concerns when it comes to retirement, education, investment, tax, small business and estate planning, highlighting the need for personalized advice. My experience working with women, especially those who are dealing with changes in life circumstances, has given me the opportunity to provide a path forward that reduces stress and helps restore peace of mind, while maintaining financial security.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.